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COLUMBIA RIVER ADVISORS
Legal name: COLUMBIA RIVER ADVISORS, LLC
CRD 154571File 801-71970
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$191.1M
Bottom 25% of cohort (national)
Discretionary AUM
$187.7M
Non-discretionary $3.5M
Clients
233
575 accounts
Employees
6
Bottom 25% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Nov 24, 2010
- Principal office
- 1927 DOCK STREET, TACOMA, WA, 98402
- Phone
- (253) 589-1401
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $191.1M
- Discretionary AUM
- $187.7M
- Non-discretionary AUM
- $3.5M
- Discretionary accounts
- 565
- Non-discretionary accounts
- 10
- Total accounts
- 575
- AUM per client
- $820K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 28 | $100.3M |
| Pooled investment vehicles | 2 | $325K |
| Individuals (other than high net worth individuals) | 203 | $90.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Clients | 253 | 233 | decreased by20 |
| May 1, 2026 | AUM | $189,572,914 | $191,149,780 | increased by$1,576,866 |
| May 1, 2026 | Accounts | 693 | 575 | decreased by118 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 6 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 392 | 253 | decreased by139 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $496,036,734 | $189,572,914 | decreased by$306,463,820 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,018 | 693 | decreased by325 |
| Feb 1, 2022 | Clients | 390 | 392 | increased by2 |
| Feb 1, 2022 | AUM | $441,950,774 | $496,036,734 | increased by$54,085,960 |
| Feb 1, 2022 | Accounts | 985 | 1,018 | increased by33 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COLUMBIA RIVER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COLUMBIA RIVER” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.